LPL Reports Strong 2023 Earnings, Robust Recruiting
February 5, 2024
LPL Financial Holdings Inc. announced results for its fourth quarter ended Dec. 31, 2023, reporting net income of $218 million,...
Rafael Novales
Articles
AHR Webinar to Distill Key Info About Public Offering
February 5, 2024
On Feb. 12, American Healthcare REIT Inc. will host a webcast after the completion of the public offering of shares...
Rockefeller Adds Truist Team, Continues Southeast Expansion
February 5, 2024
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management announced the addition of Lewis Wealth Partners, the...
Canter Joins CAIS to Bolster RIA Community
February 5, 2024
David Canter has come onboard as a strategic adviser at CAIS, an alternative investment platform for independent financial advisers. Canter...
NewStar: Opportunities Abound With Single Family Build-to-Rent
February 5, 2024
NewStar Exchange previously published a 2022 paper analyzing the factors contributing to the success of multifamily investments over the past...
Blackstone REIT Fulfilled 88% of January Repurchase Requests
February 2, 2024
Blackstone Real Estate Income Trust Inc. – a publicly registered non-traded real estate investment trust sponsored by private equity giant...
Greenbacker Adds Trio to C-Suite
February 2, 2024
Christopher Smith Greenbacker Renewable Energy Company LLC and Greenbacker Capital Management, an independent power producer and renewable energy asset manager, announced...
Cove Capital Announces Fully Subscribed DST in Lewisville, TX
February 2, 2024
Cove Capital Investments LLC, a Delaware statutory trust sponsor company that specializes in providing accredited investors access to debt-free investment...
Croatan Investments Promotes Transactions SVP to COO
February 2, 2024
Croatan Investments, a rental housing investment manager for private wealth and institutional capital, has promoted Senior Vice President of Transactions...
Stanger: NAV, Lifecycle REITs Hit Lowest Index Values Since 2021
February 1, 2024
The Stanger NAV REIT Total Return Index and Stanger Lifecycle REIT Index experienced their lowest index values since 2021. Reversing...
Industry Veteran Joins Inland Securities as National Sales Manager
February 1, 2024
David Kasprzak has joined Inland Securities Corporation as executive vice president and national sales manager. Inland Securities is the dealer...
Ex-Wells Fargo Advisers Enlist With LPL’s Linsco
February 1, 2024
LPL Financial LLC announced that financial advisers Jonathan Maloney and Niki Davis have joined LPL’s employee adviser channel – Linsco by LPL...
Former Stewart CIO Tapped to Guide Advisers Across Stratos Family of Firms
February 1, 2024
Stratos Wealth Holdings appointed Malcolm Polley, CFA, as chief market strategist for the rebranded Stratos Investment Management, formerly known as...
Sponsored: AIX Reports Record 2023 Growth, Driven by Enhanced Alts Services and Client Relationships
February 1, 2024
Alternative Investment Exchange (AIX), a market leader that simplifies alternatives investing, reported record 2023 growth as it expanded its platform...
Investors Who Rely on Financial Guidance Feel Better Prepared for Retirement According to New Research
January 31, 2024
Retirees who maintain a relationship with a financial professional have more savings, less debt, and greater financial security, according to...
Capital Square Receives Prestigious AMO Accreditation
January 31, 2024
Capital Square has earned the prestigious Accredited Management Organization accreditation from the Institute of Real Estate Management. Capital Square, a...
LPL Lures Las Vegas Wealth Practice from Centaurus
January 31, 2024
LPL Financial has recruited a pair of Las Vegas advisers to its broker-dealer, registered independent adviser, and custodial platforms. David...
Cove Capital Acquires Frito-Lay/PepsiCo Distribution Center for DST Offering
January 31, 2024
Cove Capital Investments LLC, a Delaware statutory trust sponsor company, announced it has completed the purchase of a newly constructed...
SEC Charges $1.7 Billion Crypto Pyramid Scheme Architects With Fraud
January 31, 2024
The Securities and Exchange Commission charged Xue Lee (aka Sam Lee) and Brenda Chunga (aka Bitcoin Beautee) for their involvement...
SoFi Add Alts to Investing Portfolio Offerings
January 30, 2024
Digital personal finance company SoFi announced that SoFi Invest members will now be able to invest in select alternative investment...
